I very much appreciate all the work you have done on these accounts, and I feel that our will trust is now in a more satisfactory state as a result. You have been extremely helpful throughout.
MG - Nov 2024
I thank you for arranging for the Trust bank accounts to be set up, and we were very content with the service provided in setting up the bank accounts, and we would definitely use your firm in the future for trusts which require bank accounts to be set up.
AV - Oct 2024
Thank you for setting up the Trust fund account for us. After having to deal with solicitors and many different financial institutions following the death of my father, it was a breath of fresh air to speak to Lisa and liaise with her team. They explained everything in layman's terms and were upfront about the costs. The whole process was smooth and secure and made the final piece of the jigsaw in dealing with my father's estate far less stressful than the rest had been. I would definitely recommend your company to others.
HE - Sept 2024
Once again, huge thanks for your help and the excellent service received.
DF - August 2024
Thank you for all your hard work! We had been trying, unsuccessfully, to open a new trustee bank account since 2022. We were relieved to see your advertisement offering professional help. We would like to thank Lisa personally as she explained things so well and was very patient with us. We know this was a particularly difficult case and we admire her tenacity.
JT & GT - July 2024
We found Lisa and Simpson Financial Services through an online forum and thought it worth seeing if they could help us where no-one else could. With both a trustee and beneficiary resident overseas, and with dual nationalities, we were hitting a brick wall in trying to get a trust account set up. Lisa brought calm, clarity, efficiency and speed in finding and organising a solution for us. We could not be more pleased to have turned to her for help!
JN - June 2024
Your service for us has been exemplary - very patient, despite delays on our side, and moving quickly once you had the necessary information.
We are grateful and would recommend you to others.
IT & MT - June 2024
We couldn't have done it without you!
GT & JT - June 2024
What a tortuous process you led me through, with such care and good humour. I’m very grateful Lisa.
GC - June 2024
Thank goodness we found Lisa and Simpson Financial Services. We had spent several months trying to get a Trust bank account set up ourselves direct but the bank we had approached were not local to us and insisted that my 90 year old mother with dementia and mobility issues be taken out of the safety and sanctuary of her carehome environment and presented in person at a branch 60 miles away.
In order to avoid this, we were facing a hefty legal fee and 12 month process to change the terms of the Trust until Lisa stepped in and was able to source another trust account provider who have been far easier to deal with and everything has been set up perfectly.
Lisa has been efficient and easy to contact which in todays world of chat-bots and people hiding behind email only service is a breath of fresh air.
We have recommended Lisa and Simpsons to our legal firm who set up the trust initially should they have other customers with similar issues sourcing a trust bank account.
Thank-you so much Lisa.
ES - May 2024
As a family, we have been trying to navigate the world of trusts and how to best use them, sounds simple in theory but in practice somewhat different. We had some additional complexities with overseas trustees and mental incapacity. I saw Lisa's firm recommended on a feedback forum and reached out, what I received was a prompt and efficient call from Lisa, full detailed explanation and a guiding hand through a convoluted and somewhat complex (at times) process, that being said we are now on the other side of that thanks to Lisa and the team, thoroughly recommended, 5*.
MB - April 2024
Lisa, may I take this opportunity to thank you (and your team), for your time, patience and assistance with the setting up of the trust bank accounts. It has been a pleasure working with you.
AM - March 2024
I have been so happy with the service provided by Lisa in organising our trustee bank accounts. I found her a delight to work with, she is professional, patient and very knowledgeable. I don’t know what we would have done without her by our side. I would not hesitate to recommend Simpson Financial Services in dealing with the complicated process of Trustee accounts. Highly recommend.
MS - Jan 2024
The Trustee Accounts Service has helped me to set up a bank account for our Trust which I was unable to do without help. Lisa found us a good solution for our individual needs and was polite patient and knowledgeable. I am happy that I have received a "value for money" service and recommend this to anyone needing help with navigating the banking system to set up a Trustee Account.
GW - Jan 2024
I have been very happy with the service provided by Lisa in setting up trustee bank accounts. At all stages in these complicated processes, Lisa has promptly kept me informed of progress and told me what was needed of me. Considering the effort needed on her part, I felt that the charges, for the service provided, were reasonable. I would have no hesitation in recommending Simpson Financial Services to others needing assistance in such matters.
MJ - Dec 2023
My husband found this service after many months trying to find someone who I could totally trust to advise me correctly, and who I had total confidence in. When Lisa called, she listened to my situation and explained everything in the most detail, with a follow up email after all our discussions.
There was no pressure towards me at any point. I've always felt very informed and felt that everything has always been explained and offered to me for my interests. Lisa has always been very professional and open/honest and always very polite. I always feel totally comfortable, and trust that she is making my money safe. I am forever grateful for her help and guidance and very blessed to my husband for finding this company. I will always recommend you. Thank you.
KN - Dec 2023
I can highly recommend Lisa and the services that she provides through Trustee Accounts. Like many people who are suddenly thrust into the role of being a Trustee, I found it impossible to set up a bank account for the Trust.
When I contacted Lisa and she explained how she could help, I felt a huge weight had lifted off my shoulders. Throughout the whole process, she has been thorough, efficient and approachable which has made life so much easier. She explains things in a straight forward manner and de-mystifies the banking system.
A recent conversation in the local pub resulted in someone sharing their frustration of not being able to set up a bank account for a Trust, so we were pleased to be able to advise them to make contact with Lisa. I am sure they will be equally happy with the service that they receive.
Many thanks to Lisa and her team.
JA - Nov 2023
Thank you for all your help; an impressive professional service.
FF - Nov 2023
I was so relieved to have Lisa recommended to me - she has been brilliant - "holding my hand" through the finding and opening of a suitable trust account to fulfil my late father's wishes. Very professional - and kind and friendly too.
GR - Nov 2023
After going around in circles for months trying to open a trust account I stumbled upon Lisa Simpson at Trustee Accounts via a desperate Google search. And thank goodness I did! From the time I contacted her she always responded very quickly and was generous with her time and advice. She coordinated the opening of two accounts for us in the end and took away a huge amount of stress. I don’t hesitate to recommend her.